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Zacks Equity Research

CDW Q2 Earnings on the Horizon: Can it Deliver Another Beat?

CDW heads into Q2 2026 earnings with expectations for high single-digit EPS growth, AI-driven demand and a strong backlog amid ongoing supply chain uncertainty.

CDWPositive Net Change AMDNegative Net Change CATNegative Net Change ANETNegative Net Change

Shreya Majumder

PTC's AI-Led Lifecycle Strategy Reshapes Its Long-Term Growth Outlook

PTC's tighter focus on product data, lifecycle software and AI sharpens its growth story, but fourth-quarter ARR conversion remains the key execution test.

PTCPositive Net Change DASTYPositive Net Change SIEGYNegative Net Change

Shreya Majumder

Is PTC Stock Attractive After Its Sharp Pullback and Mixed Earnings?

PTC's valuation reset and buybacks improve its risk-reward profile, but weak revenue, margin pressure and a demanding fourth quarter keep execution in focus.

PTCPositive Net Change ADSKPositive Net Change DASTYPositive Net Change

Shreya Majumder

STX vs. P: Which Storage Stock Deserves a Spot in Your Portfolio?

Seagate's AI-driven HDD demand, expanding HAMR adoption and record cash flow strengthen its investment case over Everpure's margin and cost challenges.

STXPositive Net Change PNegative Net Change

Zacks Equity Research

Paycom Software to Report Q2 Earnings: What's in Store for the Stock?

PAYC heads into Q2 earnings with expected revenue and profit growth, backed by AI tools despite macroeconomic headwinds.

PAYCPositive Net Change WDCNegative Net Change SNDKNegative Net Change MKSINegative Net Change

Zacks Equity Research

Mastercard Beats Q2 Earnings on Solid Cross-Border Volume Growth

MA tops Q2 earnings and revenue estimates as cross-border volume growth, switched transactions and value-added services fuel results.

MANegative Net Change VNegative Net Change AXPNegative Net Change

Zacks Equity Research

Tyler Technologies Q2 Earnings Beat Estimates, Revenues Rise Y/Y

TYL beats Q2 earnings estimates as SaaS adoption, record bookings and recurring revenue growth fuel strong cash flow, while the company reaffirms its 2026 outlook.

TYLPositive Net Change ADIPositive Net Change CSCONegative Net Change AMATPositive Net Change